Asymmetrical Bets
Digestible, Institutional Grade Investment Research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 74 | Founded | 8 months ago | Last Issue | 38 hours ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
Why AI Stocks Crashed, OCP Conference Takeaways, And What Were Buying
CPI, PPI, CoreWeave credit stress, ASML and TSMC earnings, and Anthropic’s first profit. Plus Open Compute Project conference alpha for paid subs.
At the beginning of the week, Michael and Kawz had just arrived at the Open Compute Project...
The Laser Shortage Spells Opportunity for This LED Stock
Inside the Indium Phosphide Squeeze and the Company Building a Way Around It
Lumentum’s CEO told Bloomberg this week that the company’s optoelectronic products for AI infrastructure are “effectively sold out through nearly 2029,“ with hype...
Biggest Beneficiaries Of Marvell Investor Day
Nobody else in photonics has given investors five year visibility. We're using Marvell's model to value the companies that should.
Yesterday Marvell held its 2026 Investor Day at The Pierre in New York and did something no other company in...
Qualcomm CFO Interview On Its Massive Pivot To AI Chips, Wearables, And Robotics
The semiconductor index is up roughly 85% YTD. Qualcomm is up about 10% and sits roughly 30% below its 52-week high.
We flagged Qualcomm as a CPU beneficiary in our April report, “Breaking Down The CPU Shortage,” when the stock was trading...
$SONY: High Conviction Multiple Expansion Trade On A Generational Catalyst
The market is still pricing PlayStation like a console maker with a memory problem. But 93 million pre-existing PS5s are about to become high margin profit centers for GTA 6.
We called Sony at roughly $20 a share at the end of June to posi...
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Digestible, Institutional Grade Investment Research.
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